EWM
PGF icon

Empirical Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Empirical Wealth Management’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,487
Closed -$150K – 722
2025
Q1 		$150K Buy
+10,487
New +$154K ﹤0.01% 625

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Empirical Wealth Management's PGF Position: Q2 2025 in Review

Empirical Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2025, closing a stake of 10,487 shares — an estimated $150K sold.

Empirical Wealth Management first reported a position in PGF in Q1 2025 and held it in 1 quarter. The position peaked at $150K in Q1 2025. 159 funds tracked by Wall St. Rank hold PGF as of Q2 2025.

  • Empirical Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 10,487 Invesco Financial Preferred ETF shares in Q2 2025, an estimated $150K.
  • Empirical Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Invesco Financial Preferred ETF position peaked at $150K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.